Forwarding or BCCing your invoice emails to ReferralCandy is required for the email integration to work. The emails sent to ReferralCandy are scanned to detect referrals, identify referral details, and track purchases at your store.
Note: This is one of two steps required to complete email integration. The next step is Add a referral tracking code.
ReferralCandy needs to receive your invoice emails for the following reasons:
Track referrals. ReferralCandy must collect all purchase data via the invoice emails to identify which transactions are referrals.
Detect fraudulent referrals. The system ensures that referrals are legitimate, and only new customers are marked as referrals, preventing existing customers from making referred purchases.
Send post-purchase invites. If enabled, customers immediately receive the invite email, encouraging them to join your referral program.
After ReferralCandy receives and processes the invoice emails, the customer is added to your campaign as a contact, and if they meet your segment criteria, they're enrolled in your referral campaign.
Forwarding invoice emails
For email integration to work, you must forward all your invoice emails to ReferralCandy. The system scans the received invoice emails to identify which purchases come from referrals.
Invoices are sent to your unique ReferralCandy email address found on the Integrations > Standalone page of the dashboard.
Required information
Below are the invoice details necessary for email integration to detect and track referred purchases. The invoice emails you forward to ReferralCandy should contain the following, in no particular order:
First name of the customer
Last name of the customer
Email address of the customer. This should be in the email body or the "To" field.
Total invoice amount and the 3-letter currency code
Subtotal amount and the 3-letter currency code
The system uses this amount to calculate cash rewards and success fees. See Subtotal amount below to learn more.
Time, including minutes and seconds, when the customer views the purchase completed or "Thank you" page where the referral tracking code was inserted.
This is optional if you're sending invoice emails to ReferralCandy immediately when the customer views the purchase completed page
Preferred language of the customer
This is required if you're running a campaign in multiple languages
(Optional) Whether the customer consented to marketing. If you want to enroll only customers who opt in to receiving marketing emails, this lets the system know. For example, "Marketing consent: false" or "Marketing consent: true."
These information will displayed on the Invoice History page of your ReferralCandy dashboard.
Subtotal amount
The "subtotal" is the amount our system uses to calculate percentage-based cash rewards (if cash rewards are selected) and success fees charged along with your ReferralCandy subscription. The subtotal is typically the purchase amount after any discounts are applied, but before taxes and shipping fees. Learn more
Using a different "subtotal"? If your invoice variables are set up differently, contact us so the team can help ensure accurate invoice processing.
How the invoice email is parsed (extracted for purchase information)
The system reviews 1 to 3 samples of your invoice emails to analyze and extract required information, including the total and subtotal amounts. If your invoice emails are inconsistent, specific details may be missed during processing, which may affect referral tracking and the charges made to your account.
Ensuring correct invoice processing
To prevent miscalculations of your rewards and commission fees:
Your invoice emails should use a consistent template and terminology for the system to accurately process the subtotal amount
Avoid lines of information that disappear when not applicable to the invoice, especially if it's an amount necessary to calculate ReferralCandy charges and fees. If possible, keep the amount in the email even if it's zero.
Use simple terms so the invoice details are clear to the system
Avoid duplicating, misspelling, or using confusing terms that may cause issues with invoice processing
Important: The system parses specific variables from designated areas in the invoice. Inconsistencies in your template may cause processing issues. If your invoice template changes, contact us.
Up next: Add a referral tracking code
Sending invoice emails for email integration FAQ
Can I use the other values (e.g., "discounted amount") instead of the subtotal to calculate rewards and commissions?
Can I use the other values (e.g., "discounted amount") instead of the subtotal to calculate rewards and commissions?
Yes. Contact us and provide the following:
The specific amount you want extracted from the invoice. For example, "Discounted subtotal."
At least 3 sample invoices where the target amount is clear and consistently formatted.
Important: The samples must clearly and consistently display the amount. Inconsistencies in the invoice template may lead to processing errors, where the system might default to using other fields such as the pre-shipping subtotal.
Can ReferralCandy calculate the subtotal amount from my invoice?
Can ReferralCandy calculate the subtotal amount from my invoice?
No. The system extracts the subtotal from a specific field in your invoice email template. It won't parse information from multiple areas and use logic to calculate the subtotal amount.
To ensure accurate calculation of your rewards and commissions, your invoice template should clearly and consistently display the computed subtotal amount.
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